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Chapter 1
Setting Up Shop
In This Chapter
Installing Quicken
Touring Quicken
Setting up your bank (or other) accounts if you’re a first-time user
Retrieving existing Quicken data files
I
f you’ve never used Quicken, begin here. This chapter tells you how to
install Quicken (if you haven’t already) and how to start the program
for the first time. You also find out how you go about setting up Quicken
accounts to track banking activities — specifically, the money that goes into
and out of a checking or savings account.
If you’ve already begun to use Quicken, don’t waste any time reading this
chapter unless you want the review. You already know the stuff it covers.
By the way, if you have Windows, I assume that you know a little bit about it.
No, you don’t have to be some sort of expert. Shoot, you don’t even have to
be all that proficient. You do need to know how to start Windows applica-
tions (such as Quicken). It also helps immensely if you know how to choose
commands from menus and how to enter stuff into windows and dialog
boxes. If you don’t know how to do these kinds of things, flip to Appendix A.
It provides a quick-and-dirty overview of how you work in Windows. Read the
stuff in the appendix, or at least skim it, and then come back to this chapter.
When I say Windows, I mean a recent version of Windows — something
Microsoft is either currently selling or has sold in the last few years. Quicken
2008 won’t run on Windows 3.1 or Windows 95, so if you want to run the
latest version, I’m afraid it’s time to upgrade. By the way, for the computer
I used to write this book, I used Windows Vista.
05_174739 ch01.qxp 9/5/07 12:13 AM Page 9
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Summary of Contents

Page 1 - Setting Up Shop

Chapter 1Setting Up ShopIn This Chapter Installing Quicken Touring Quicken Setting up your bank (or other) accounts if you’re a first-time user Re

Page 2

Figure 1-8:The QuickenHomewindow.18Part I: Zen, Quicken, and the Big Picture The best way to get startedQuicken wants you to use your last bank state-

Page 3 - Used Quicken Before

Now I need to explain something here. The Quicken Express Setup assumesthat you’re going to set up almost everything you need or will ever need inQuic

Page 4

Navigating with QuickTabsQuicken arranges all its features — whistles, bells, or whatever else you wantto call them — using navigation QuickTabs that

Page 5 - Chapter 1: Setting Up Shop

Using the File➪Find Quicken Files commandYou can use File➪Find Quicken Files to select and open your existing Quickenfiles. Here’s how:1. Choose File➪

Page 6 - Describing your banking

Note: If the file you’re opening was created in a previous version ofQuicken, Quicken converts the data to the Quicken 2008 format.Note: If Quicken di

Page 7

Installing and Starting QuickenYou install Quicken the same way that you install any program in Windows. Ifyou already know how to install programs, y

Page 8 - Describing your income

When in doubt about some installation option, just accept the defaultsuggestion by pressing Enter.After the installation is complete, Quicken displays

Page 9 - Describing your outgo

Finishing Setup If You Haven’t Used Quicken BeforeIf Quicken can’t figure out whether you’ve used the Quicken program before,it displays the welcome m

Page 10 - The best way to get started

If you haven’t used Quicken before, Quicken asks whether it’s okay to use the default location for the data file (you should agree to this), and then

Page 11 - Steve’s Overview

Running the Quicken Express SetupOkay. Here’s the deal. The Quicken Express Setup walks you through a four-step process that asks for some personal in

Page 12 - Solving Tricky Setup Problems

1. Identify the financial institution — usually a bank — by typing yourinstitution’s name into the text box provided.As you type, Quicken displays a l

Page 13 - ➪Find Quicken Files

4. Enter the ending bank statement date by referring to your bank statement.When Quicken asks for the ending statement date, enter the date of yourlas

Page 14

But you know what? You can also just skip this “add my deposits and otherincome” step if you’re lazy (like me) or if you don’t actually have a regular

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